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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,098 | $175,259-9.8% | $149,723+5.6% | $139,487+13.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.93% | 166.82%-146.9pp | 134.50%-114.6pp | 373.84%-353.9pp |
| Employer contribution / active EE | $2,565 | $5,478-53.2% | $4,821-46.8% | $4,755-46.1% |
| Participant deferral / active EE | $3,123 | $6,522-52.1% | $5,682-45.0% | $6,713-53.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |